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iShares 1-3 Year Treasury Bond ETF

886 hedge funds and large institutions have $12.7B invested in iShares 1-3 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 329 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-15
Holders Change %
-1.66%
% of All Funds
15.6%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.5%
New
87
Increased
323
Reduced
329
Closed
95
Calls
$14.2M
Puts
$158M
Net Calls
-$143M
Net Calls Change
-$4.89M
Name Holding Trade Value Shares
Change
Shares
Change %
4WM
301
4J Wealth Management
Virginia
$2.68M -$196K -2,275 -7%
EWA
302
EP Wealth Advisors
California
$2.67M +$2.67M +30,893 New
EGA
303
Eagle Global Advisors
Texas
$2.65M +$188K +2,180 +8%
LPT
304
Legacy Private Trust
Wisconsin
$2.64M +$75.8K +879 +3%
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$2.64M +$1.84M +21,378 +233%
SWM
306
Strategic Wealth Management
Washington
$2.63M
CCA
307
Checchi Capital Advisers
California
$2.63M +$218K +2,531 +9%
IFO
308
Independent Family Office
New York
$2.62M -$345K -4,000 -12%
HH
309
Hilltop Holdings
Texas
$2.6M +$672K +7,791 +35%
MC
310
Moors & Cabot
Massachusetts
$2.6M +$146K +1,694 +6%
Kovitz Investment Group Partners
311
Kovitz Investment Group Partners
Illinois
$2.57M -$17.4K -202 -0.7%
BTWM
312
Baker Tilly Wealth Management
Wisconsin
$2.55M -$6.11M -70,887 -71%
NAM
313
NorthCoast Asset Management
Connecticut
$2.55M -$1.89M -21,861 -43%
SP
314
Sarasin & Partners
United Kingdom
$2.51M
RFC
315
Regions Financial Corp
Alabama
$2.51M -$1.55K -18 -0.1%
ANTB
316
AMG National Trust Bank
Colorado
$2.49M +$341K +3,950 +16%
WI
317
Wintrust Investments
Illinois
$2.48M +$2.48M +28,743 New
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$2.42M +$15.4K +178 +0.6%
HNW
319
High Note Wealth
Minnesota
$2.42M +$103K +1,190 +4%
ATFA
320
All Terrain Financial Advisors
Minnesota
$2.39M +$57.6K +668 +2%
FAIM
321
Financial Advocates Investment Management
Washington
$2.39M -$1.02M -11,853 -30%
SPIA
322
Steward Partners Investment Advisory
New York
$2.39M +$690K +8,005 +41%
RWB
323
RMR Wealth Builders
New Jersey
$2.39M
PA
324
Pinnacle Associates
New York
$2.37M -$90.8K -1,053 -4%
CWG
325
Cornerstone Wealth Group
North Carolina
$2.32M -$180K -2,084 -7%